Generative AI is coming for software margins. But the market has chosen to punish Microsoft (MSFT) stock. While MSFT has a large software business, I expect it to be a long-term winner in the space as ...

Market data reflects trailing 7-day stock price performance through February 4, 2026 for the 25 publicly traded software companies with the largest declines over that period. Public market analysis ...

Major software stocks like Microsoft, Oracle, and Salesforce have seen significant declines from their recent highs. Analysts are divided on whether the selloff is due to fears that AI will make ...